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Ryan Cook

Advisor at Cetera

Updated today

Location

Clinton, MO 64735

Credentials

Series 63, Series 66

Industry experience

21 years

About

Ryan Cook is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Cetera and Avantax firms since 2019 and has managed his own CPA and wealth management practice, Cook & Company CPAs + Wealth Management, LLC, since 2002. Cook is a board member of the Truman Lake Community Foundation, which provides grants to benefit local citizens in Henry County, Missouri. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to various managed account programs and third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

1112 East Ohio

Clinton, MO 64735

Most active in

Missouri

Work history

Cetera Wealth Services, LLC

2025 - Present (1 year)

Cetera

2025 - Present (1 year)

Avantax Insurance Agency and/or Avantax Insurance Services

2024 - 2025 (1 year)

Avantax Investment Services, INC.

2019 - 2025 (6 years)

Avantax Advisory services

2019 - 2025 (6 years)

Avantax Insurance Services, INC.

2015 - 2025 (10 years)

1st Global Advisors, Inc.

2015 - 2019 (4 years)

1st Global Capital Corp.

2015 - 2019 (4 years)

Cook & Company CPAs + Wealth Management, LLC

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Galen D

Series 63, Series 65

Clinton, MO

Eagle Strategies (NY Life)

Galen Dody is a financial advisor with Eagle Strategies (New York Life) based in Clinton, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Generation Strategies, Farm Generation Strategies, and ongoing ownership of Dody Legacy Group. Dody serves on several nonprofit and community boards, including the Truman Lake Foundation, KMOS-TV public broadcasting, Henry County Historical Society, and AgriLegacy Tomorrow, which supports agricultural education scholarships. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement consulting through a network of over 2,000 advisors. The firm emphasizes client-directed solutions using third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities as part of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Aaron F

Series 66

Clinton, MO

Cetera

Aaron Fickle is a financial advisor with Cetera, holding a Series 66 designation and approximately one year of industry experience. He has worked with firms including Avantax Advisory Services and Cook & Company CPAs + Wealth Management, where he also serves as a small business specialist and wealth management assistant. Aaron is an advisory board member of the Truman Lake Community Foundation. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and combines retirement and fiduciary capabilities with its broader trust and institutional network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jerry W

Series 63, Series 65

Clinton, MO

OSAIC

Jerry Willis is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 17 years. Outside of his advisory role, Willis owns and operates Jerry Willis Insurance, a business focused on the sale of fixed life, health, fixed annuity, and long-term care insurance. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Cindy E

Series 63, Series 65

Clinton, MO

Raymond James & Associates

Cindy Ellis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at LPL Financial and Commerce Brokerage Services, Inc. Outside of finance, she owns and teaches fitness and yoga classes through her business, Cinderellis Fitness, LLC. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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James S

CFP®, Series 66

Clinton, MO

Edward Jones

James Stiegemeyer is a CFP® professional affiliated with Edward Jones, where he has been an advisor since 2016. He holds a Series 66 license and has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Benjamin J

Series 63, Series 65

Clinton, MO

Cetera

Benjamin Johnson is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Securities America. Johnson serves as Board Chairman of Big Brothers Big Sisters of Henry County and holds leadership roles on several local community service boards, including Bright Futures Clinton and the Education Foundation for Clinton Students. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated with its broader institutional network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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